Sr. Client Manager, Commercial Risk - IAS, West

Baldwin Group Colleague, Inc.; Tustin (CA); Hybrid; USD 90.000 - 105.000; Vollzeit

Zusammenfassung

The Baldwin Group is seeking a Sr. Client Manager, Commercial Risk to coordinate carrier relationships for large accounts and lead the service team on assigned assignments. This role develops initial placement and renewal strategies to optimize coverage and cost.

Education is flexible; a Bachelor's degree is preferred and licensure under the State Department of Insurance is required or to be obtained within 90 days. Ten years' experience in Commercial Account Management is expected.

Qualifikationen

• Education: None required; Bachelor’s degree and working towards a professional insurance designation preferred
• Experience: 10 years’ experience in Commercial Account Management required; 10+ years’ preferred
• Licenses: Must maintain licenses per State Department of Insurance; obtain within 90 days if needed

Aufgaben

• Establish and maintain commercial carrier relationships.
• Market and service large accounts as assigned.
• Prepare risk maps for assigned accounts.
• Coordinate service delivery and renewal strategies.
• Complete special projects and process improvements.
• Mentor new colleagues as needed

Kenntnisse

Carrier relationships

Marketing large accounts

Risk analysis

Client service

Team collaboration

Mentoring

Microsoft Office

Insurance knowledge

Ausbildung

Bachelor’s degree

Insurance designation

Tools

Microsoft Office

Insurance software

Jobbeschreibung

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

POSITION SUMMARY:

The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy.

PRIMARY RESPONSIBILITIES:

• Performs all Client Manager, Commercial Risk responsibilities as well as:
• Assists in establishing and maintaining appropriate commercial carrier relationships.
• Performs marketing activities for large accounts as assigned.
• Prepares risk maps or peer reviewing risk maps for assigned accounts.
• Coordinates service delivery including developing initial placement/renewal strategy.
• Completes special projects.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to appropriate leadership.
• When requested, serves as a mentor to new colleagues.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: None required; Bachelor’s degree and working towards a professional insurance designation preferred
• Experience (years and type of experience): 10 years’ experience and demonstrated proficiency in Commercial Account Management required; 10+ years’ experience and demonstrated proficiency in Commercial Account Management preferred
• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
• Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects.
• Demonstrates effective presentation skills through verbal and written communications.
• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• None

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment Some travel may be required

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

EEOC (STATEMENT):

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

#LI-SB1 #LI-HYBRID IND1

The starting pay is $90,000-$105,000. Salary is negotiable upon time of hire.